About
We are committed to providing business owners with unparalleled support and expertise.
Our core promise is to deliver actionable insights and personalized strategies that empower you to make informed decisions, ensuring you thrive as a leader in a competitive landscape.
By the Numbers
40+ years of continued service to family owned businesses preserving legacy and family harmony
Years of collective experience advising private and family owned business
Forum meeting structures supporting CEO’s, owners, leaders, next-gen and families
Executive Forum - Think Tank Community members collaborating since 2020
Family members impacted through Forums for Family Business meetings and advisory services
Years of professional advisory experience in governance, strategy, communication, negotiation and succession planning
Inge Plautz is an accomplished executive, expert group facilitator, and governance specialist who helps family-owned and mission-driven organizations navigate complexity and achieve sustainable growth.
Her leadership fosters strategic frameworks, resilient teams, and adaptive cultures that thrive in evolving markets.
Drawing on experience creating CEO forums, peer roundtables, and cross-disciplinary networks, Inge unites leaders and advisors to spark innovation and forge productive alliances. Her governance experience includes establishing family councils, shaping boards, and aligning priorities for lasting impact.
As a Certified Private Company Director and founder of the Wisconsin chapter of the Private Directors Association, Inge champions forward-thinking governance models. Her executive roles—including a senior position at Old National Bank—have honed her skill in delivering transformative strategies and tangible results.
Past tenures at Old National Bank, RSM US LLP, M3 Insurance Solutions, PNC Financial Services Group and BMO, refined her ability to tackle operational challenges and guide organizations toward measurable progress. She extends this influence beyond the boardroom, fostering mentorship and diversity through exclusive women’s leadership events.
Recognized among Milwaukee Business Journal’s 40 Under 40, named Woman of the Year, and honored as a top executive in banking and finance, Inge combines strategic acumen with a global perspective gained through her Executive MBA at the University of Wisconsin–Madison and studies at ESCP Europe in Paris. Continually evolving in her responsibilities, she remains a trusted partner for organizations seeking clarity, momentum, and enduring leadership.

Forums for
Family Business
A confidential environment for family business leaders to share experiences, gain fresh perspectives, and receive unbiased feedback.
Executive
Forum
A confidential environment for family business leaders to share experiences, gain fresh perspectives, and receive unbiased feedback.
Consulting
Services
Our tailored consultation services are designed to provide you with the insights and strategies needed to thrive.